Your Free Trust Tune-Up with our Client Services Team ensures your plan remains current, properly funded, and aligned with your wishes.
As a Vanguard Client, you’re entitled to a Free Trust Tune-Up with our Client Services Team to ensure your Estate Plan stays current.
We’ll review your beneficiaries, Successor Trustees, and Executors, confirm your assets are properly titled, and identify any needed updates due to life changes like marriage, new children, or property purchases.
Most importantly, we’re here to provide personalized guidance and answer any questions—so your plan continues to protect what matters most.
Take your Estate Plan Health Check before your Tune-Up!
